HSBC

4 weeks ago

Insurance Specialist Private Bank (Shenzhen, GD, CN, 518010)

✓ Verified Job

Canonical indexed version, validated from employer's careers page.

Source: Company careers pageValidated by: Fursa AI

Last checked: 4 hours agoStatus: Live

Job Summary

Senior insurance planning expert delivering insurance-led wealth and succession solutions to High Net Worth individuals, focusing on Asian clients (China). Provides strategic life insurance, legacy planning, and risk management advice, partners with relationship managers, and designs complex insurance solutions to meet personal and family objectives.

Location: Shenzhen

Workplace: Onsite

Employment Type: Full time

Job Function: Insurance & Actuarial

Key Responsibilities

•Act as a senior subject matter expert in insurance planning, delivering insurance-led wealth and succession solutions to High Net Worth Individuals, with a strong focus on Asian clients, particularly from China.
•Provide strategic advice on life insurance, legacy and estate liquidity planning, business succession funding, asset protection, and risk management as part of holistic wealth planning engagements.
•Partner closely with Relationship Managers to identify client needs and originate planning opportunities, positioning insurance as a core advisory tool within broader wealth and succession planning discussions.
•Design, structure, and implement complex insurance solutions tailored to clients’ personal, family, and business objectives, including intergenerational wealth transfer and long-term legacy planning.
•Lead succession planning engagements, facilitating client and family discussions around protection planning, estate equalisation, liquidity needs, and philanthropic objectives.

Travel: Low travel

Pay and Benefits

Perks:Flexible Working

Key Requirements

•Minimum 10 years of relevant experience in insurance advisory, wealth planning, or private banking, with a strong focus on insurance-led solutions for High Net Worth Individuals.
•Proven track record in structuring and delivering complex insurance solutions or legacy planning.
•Travelling is required on need basis.
•Strong interpersonal, advisory, and stakeholder management skills, with the ability to engage senior clients and family members.
•Able to work independently with minimal supervision; highly detail-oriented, disciplined, and execution-focused.

Experience:10+ yearsWealth managementPrivate bankingInsurance

Company Brief

HSBC

Global banking and financial services organisation offering retail, commercial, corporate and investment banking, wealth management, and global markets services across Europe, Asia, the Americas and the Middle East.

Industry: Banking

Company Size: Enterprise (1,001+ employees)

Revenue: USD 1B+

Growth: Public Company

Valuation: Public Company (Market Cap in USD)

Funding: IPO / Publicly Listed

Headquarters: London, United Kingdom

Founded: 1865

Glassdoor: 3.6

Website LinkedIn

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HSBC

4 weeks ago

Insurance Specialist Private Bank (Shenzhen, GD, CN, 518010)

✓ Verified Job

Canonical indexed version, validated from employer's careers page.

Source: Company careers pageValidated by: Fursa AI

Last checked: 4 hours agoStatus: Live

Job Summary

Location: Shenzhen

Workplace: Onsite

Employment Type: Full time

Job Function: Insurance & Actuarial

Key Responsibilities

•Act as a senior subject matter expert in insurance planning, delivering insurance-led wealth and succession solutions to High Net Worth Individuals, with a strong focus on Asian clients, particularly from China.
•Provide strategic advice on life insurance, legacy and estate liquidity planning, business succession funding, asset protection, and risk management as part of holistic wealth planning engagements.
•Partner closely with Relationship Managers to identify client needs and originate planning opportunities, positioning insurance as a core advisory tool within broader wealth and succession planning discussions.
•Design, structure, and implement complex insurance solutions tailored to clients’ personal, family, and business objectives, including intergenerational wealth transfer and long-term legacy planning.
•Lead succession planning engagements, facilitating client and family discussions around protection planning, estate equalisation, liquidity needs, and philanthropic objectives.

Travel: Low travel

Pay and Benefits

Perks:Flexible Working

Key Requirements

•Minimum 10 years of relevant experience in insurance advisory, wealth planning, or private banking, with a strong focus on insurance-led solutions for High Net Worth Individuals.
•Proven track record in structuring and delivering complex insurance solutions or legacy planning.
•Travelling is required on need basis.
•Strong interpersonal, advisory, and stakeholder management skills, with the ability to engage senior clients and family members.
•Able to work independently with minimal supervision; highly detail-oriented, disciplined, and execution-focused.

Experience:10+ yearsWealth managementPrivate bankingInsurance

Company Brief

HSBC

Industry: Banking

Company Size: Enterprise (1,001+ employees)

Revenue: USD 1B+

Growth: Public Company

Valuation: Public Company (Market Cap in USD)

Funding: IPO / Publicly Listed

Headquarters: London, United Kingdom

Founded: 1865

Glassdoor: 3.6

Website LinkedIn